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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,486 | $103,038-71.4% | $90,324-67.4% | $152,909-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.25% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,651 | $3,141-47.4% | $2,856-42.2% | $4,764-65.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |